Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,024 | $103,008-98.0% | $90,304-97.8% | $152,897-98.7% |
| Participation rate | 45.5% | 75.9%-30.4pp | 73.3%-27.8pp | 82.5%-37.0pp |
| Annual return | 0.00% | 95.22%-95.2pp | 78.13%-78.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $290 | $3,139-90.7% | $2,855-89.8% | $4,764-93.9% |
| Participant deferral / active EE | $576 | $4,281-86.5% | $3,885-85.2% | $5,851-90.1% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |